The Hoya Capital Housing ETF Price & Performance (HOMZ)

In February, real estate stocks emerged as a standout sector, closing the month 5% higher on average. This performance contrasts with broader market declines amid rising bearish sentiment, which reached its highest level in over two years. Investors appear to favor the sector for its resilience in uncertain times.1

Armada Hoffler Properties announced a 32% cut to its quarterly dividend, reflecting ongoing pressures in the real estate sector. This move follows broader trends of financial adjustments among REITs, as companies navigate higher interest rates and evolving market conditions to maintain stability and shareholder value.2

U.S. equity markets saw significant declines as technology stocks entered correction territory. Real estate equities, typically benefiting from economic uncertainty, also slipped. The sector's downturn was led by data center REITs, which struggled amid broader market volatility and investor caution.3